information

We use cookies to give you the best possible experience online. By continuing to use our website, you agree to receiving our cookies on your web browser. Visit our cookie policy page to find out more and how to change your cookie settings.

skip to main content

Outstanding day-to-day support and online services for you and your business

Support

Suitability letter builders

Our suitability letter builders have been designed to give you a quick and easy way of compiling a suitability letter for your clients. They give you the chance to justify and reinforce the reasons for your advice and recommendations, document unmet and future needs and keep a record of the discussions held and the recommendations made/not made and why.

Click on the product below for the relevant suitability wording:

Small heart icon

Protect what your client loves

We have a range of protection products to give your client a well-rounded portfolio.

View our protection products

Small calendar icon

Supporting your client's retirement

Our retirement plans provide flexibility for your clients' needs now and in the future.

View our retirement products

Small pile of money icon

Flexible Guarantee Bond Series 3

Potential for capital growth over the longer term with ongoing flexibility and guarantee options.

More on the Flexible Guarantee Bond Series 3

Small trophy icon

Awards

Find out more about the awards we've won for the products and the service we provide.

Find out more about the awards we've won

FOR UK FINANCIAL ADVISERS ONLY
LV=, County Gates, Bournemouth, BH1 2NF, UK